Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick M Knapp is a financial advisor at Osaic Wealth, Inc. located in East Peoria, IL. Nick has been working in the financial services industry since 2002. Nick has a wide range of experience in the industry, including experience with Woodbury Financial Services, Inc. and Legacy Financial Services, Inc. Nick holds several professional licenses, including Series 6, Series 7, Series 63, and Series 65. Nick specializes in offering a wide range of financial services to individuals, businesses, and institutions. Nick's commitment to providing personalized financial advice and guidance has earned the trust of clients in Illinois and across the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
05/06/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
CA
03/08/2002 - 04/30/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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